How big is Behavioral Health Resources' plan?

Behavioral Health Resources' plan reported $5.6M in assets and 141 participants for 2024.

Original filing (PDF)20251013100207NAL0000985633001

Behavioral Health Resources

Name: Behavioral Health Resources — Behavioral Health, Form 5500 (2024)
Creator: Behavioral Health Resources
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Behavioral Health Resources Retirement Plan

403(b) retirement plan · Behavioral Health Resources' Behavioral Health Resources Retirement Plan held $5.6M in plan assets for 141 participants in 2024.

Signals · 2

Possibly inadequate fidelity bondNo recordkeeper disclosed

Active participants

141

Accounts w/ balance

328

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Eric Jensen signed Behavioral Health Resources' 2024 Form 5500 as plan administrator.

Eric Jensen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Behavioral Health Resources' EIN is 91-0666889.

EIN 91-0666889

Plan number 001

Plan year 2024

ACK ID 20251013100207NAL0000985633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Behavioral Health Resources from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Behavioral Health Resources' plan includes ERISA 404(c) participant direction, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEHAVIORAL HEALTH RESOURCES.

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How this plan invests

This plan

46 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

BEHAVIORAL HEALTH RESOURCES

EIN

all filings

Address

3857 MARTIN WAY E · OLYMPIA, WA · 98506

Phone

(360) 236-7123

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

JOHNSON, STONE & PAGANO P.S.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

46 direct securities· $5.5M(99% of reported assets)

Mutual Funds

$2.6M

13 holdings

Cash / Money Market

$1.1M

1 holding

Other securities

$1.0M

25 holdings

Common Collective Trusts

$730K

5 holdings

Bonds / Notes

$49K

1 holding

U.S. Treasuries

$4K

1 holding

					% of plan
Vanguard Lifestrategy Modera Mutual Fund	Mutual Funds	—	—	$1.2M	21.3%
Gs Vit Gov Money Mkt Fd Inst Mutual Fund	Cash / Money Market	—	—	$1.1M	19.6%
Vanguard Lifestrategy Growth Mutual Fund	Mutual Funds	—	—	$871K	15.7%
Nasdaq-100(R) Index Fund Mutual Fund	Common Collective Trusts	—	—	$591K	10.6%
Science & Technology Fund Mutual Fund	Other securities	—	—	$300K	5.4%
Vanguard Lifestrategy Conser Mutual Fund	Mutual Funds	—	—	$210K	3.8%
Vanguard Wellington Fund Inc Mutual Fund	Mutual Funds	—	—	$124K	2.2%
Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$114K	2.1%
Large Capital Growth Mutual Fund	Other securities	—	—	$103K	1.9%
Fixed Account Plus Insurance contract	Other securities	—	—	$94K	1.7%
T Rowe Price Retirmnt 2045 Adv Mutual Fund	Mutual Funds	—	—	$80K	1.4%
Small Cap Value Fund Mutual Fund	Other securities	—	—	$69K	1.2%
Intl Socially Responsible Fund Mutual Fund	Other securities	—	—	$61K	1.1%
CV I Capital Appreciation Mutual Fund ** 610 VC I Conserv Growth Lifestyle Mutual Fund	Other securities	—	—	$58K	1.0%
US Socially Responsible Fund Mutual Fund	Other securities	—	—	$51K	0.9%
Notes Receivable From Participants 2.75% - 5.50% 0	Bonds / Notes	—	—	$49K	0.9%
Dividend Value Mutual Fund	Other securities	—	—	$42K	0.8%
Growth Fund Mutual Fund	Other securities	—	—	$40K	0.7%
Vanguard Long-Term Treasury Mutual Fund	Mutual Funds	—	—	$40K	0.7%
Systematic Growth Fund Mutual Fund	Other securities	—	—	$33K	0.6%
Vanguard Windsor II Mutual Fund	Mutual Funds	—	—	$26K	0.5%
Small Cap Growth Fund Mutual Fund	Other securities	—	—	$24K	0.4%
Mid Cap Value Fund Mutual Fund	Other securities	—	—	$23K	0.4%
Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$20K	0.4%
Short Term Fixed Account Insurance contract	Other securities	—	—	$20K	0.4%
Invesco Bal Risk Commod Str R5 Mutual Fund	Mutual Funds	—	—	$18K	0.3%
T Rowe Price Retirmnt 2055 Adv Mutual Fund	Mutual Funds	—	—	$18K	0.3%
Government Securities Fund Mutual Fund	Other securities	—	—	$15K	0.3%
Asset Allocation Fund Mutual Fund	Other securities	—	—	$12K	0.2%
High Yield Bond Fund Mutual Fund	Other securities	—	—	$10K	0.2%
Vanguard Lt Inv-Grade Fund Mutual Fund	Mutual Funds	—	—	$10K	0.2%
Ariel Appreciation Fund Mutual Fund	Other securities	—	—	$10K	0.2%
Core Bond Fund Mutual Fund	Other securities	—	—	$9K	0.2%
T Rowe Price Retirmnt 2040 Adv Mutual Fund	Mutual Funds	—	—	$9K	0.2%
T Rowe Price Retirmnt 2025 Adv Mutual Fund	Mutual Funds	—	—	$8K	0.1%
Ariel Fund Mutual Fund	Other securities	—	—	$7K	0.1%
Systematic Core Fund Mutual Fund	Other securities	—	—	$7K	0.1%
Emerging Economies Mutual Fund	Other securities	—	—	$7K	0.1%
T Rowe Price Retirmnt 2030 Adv Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
Global Real Estate Fund Mutual Fund	Other securities	—	—	$5K	<0.1%
Inflation Protected Fund Mutual Fund ** 2 * International Government Bond Mutual Fund	U.S. Treasuries	—	—	$4K	<0.1%
Mid Cap Strategic Gwth Mutual Fund	Other securities	—	—	$4K	<0.1%
International Growth Fund Mutual Fund	Other securities	—	—	$4K	<0.1%
Internatl Equities Index Fund Mutual Fund	Common Collective Trusts	—	—	$3K	<0.1%
Intl Opportunities Mutual Fund	Other securities	—	—	$2K	<0.1%
Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$1K	<0.1%